HomeMy WebLinkAbout03-10-14 ANNUAL REpORT OF
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Estate of HAZEL A. PRIEST
,an Incapacitated Person
No. 21 -09-0878
I. INTRODUCTION
Jewish Family Service of Greater Harrisburg �,as appointed
�Plenary �Limited Guardian of the Estate by Decree ofJ. Weslev Oler, Jr
� J•,
dated Ja n. 4, 2 01 0
� A. This is the Annual Report for the period from January 1 � 201 3
to December 31 , 2013 (the"Report Period"); or
0 B. This is the Final Report for the period from
�
to (the "Report Period"), and is filed
,
for the following reason:
1. The death of the Incapacitated Person. Date of death:
Name of Personal Representative:
2. The Guardianship was terminated by the Court by Decree of
J., dated
Form G-02 rev.10.13.06
Page 1 of 5
�
Estate of HAZEL A. PRIEST ,An Incapacitated Person
II. SUMMARy
A. State the value of the estate reported on the Inventory $_51 8, 9 7 5,8 4
B. Sta.te the value(s)of principal assets at the beginning of
the Report Period. (Same as Inventory if first Report,
otherwise, ending balance from last Report.) $_218, 8 51 . 9 7
C. What is the total amount of income earned during the
Report Period? $ 21 , 7 5 8.8 0
D. What is the total amount of income and principal
spent for all purposes during the Report Period? $ 1 7 4,91 3. 1 7
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 4 8, 6 31 . 1 6
2. Income $ 7, 7 5 9.8 5
3. Total of Principal and Income $ 5 6, 3 91 .01
III. ADDITIONAL INFORMATION
(If more space is needed,please attach additional pages.)
A. Principal
l. How is the principal balance listed above currently
invested? (Please specify, e.g.,real estate,
certificates of deposit, restricted bank accounts,etc.):
See attached Accounting.
2. Have there been any expenditures from the principal
during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? . . . . . . . . �Yes ❑No
Form G-02 rev.10.13.06
Page 2 of 5
Estate of HAZEL A. PRIEST , An Incapacitated Person
b. List purpose and amount of expenditures:
_ See attached Accountin $
$
$
$
c. Was Court approval received prior to
expending the principal? . . . . . . . . . . . . . . . . . . . . . . . �Yes ❑No
3. Were additional principal assets received during the
Report Period which were not included in the _
Inventory ar a prior Report filed for the Estate? . . . . . . . . . . . �Yes �No
If yes:
a. Was Court approval requested prior to
receiving the additional principal? . . . . . . . . . . . . . . . . ❑Yes ❑No
b. State the sources and amounts of the
additional principal received:
$
$
$
$
$
B. Income
1. State sources and amounts of income received
dtuing the Report Period(e.g., Social Security,
pension, rents, etc.):
�oc�a1_ Security $ 18, 168.00
Interest $ 3 .39
Pension $ 1 , 034. 64
Federal tax refund . $ 1 , 430.00
Refunds & Miscellaneous g 1 , 122. 77
$
Total income received during Report Period: $ 2� , 7 5 8. 8 0
Form G-O2 rev.10.13.06 Page 3 of 5
Estate of HAZEL A. PRIEST , An Incapacitated Person
2. How is income currently invested? (Please
specify, e.g.,restricted bank accounts, client
care account, etc.):
See attached Accounting.
C. Egpenses for Care and Maintenance
Specify what expenditures were made from the principal and
income for the care and maintenance of the Incapacitated
Person (e.g., clothing,nursing home, medicine, support, etc.):
See attached Accounting.
D. Other Expenditures
Specify what other expenditures were made during the Report
Period. (Do not include any items stated in response to
question C above.)
See attached Accounting.
E. Guardian's Commissions
List amounts of compensation paid as Guardian's commission
and state how amount was determined:
Court
Amount Method of Determination Approval Obtained
$ 16, 445. 00 Hourly at $ 120 per hour
�Yes �No
�Yes �No
Form G-02 rev.10.13.06 Page 4 of 5
Estate of HAZEL A. PRIEST ,An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Court
Amount Approval Obtained
$ 4,229. 95
�Yes �No
�Yes �No
I verify that the foregoing information is correct to the best of my knowledge,
information and belief; and that this Verification is subject to the penalties of 18 Pa.C.S. §4904
relative to unsworn falsification to authorities.
�'�/��� � � �.-��
Date Signature ofGuardian ofthe Estate
Jewish Family Service of Greater Hbg, Inc.
Name of Guardian of the Estate(type or print)
3333 North Front Street
Address
Harrisburg, PA 17110
City,State,Zip
(717) 233-1681
Telephone
Form G-02 rev.10.13.06 Page 5 of 5
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-09-0878
IN RE: HAZEL A. PRIEST, A PARTIALLY INCAPACITATED PERSON
ACCOUNT OF JEWISH FAMILY SERVICE OF GREATER HARRISBURG, INC.,
PERMANENT LIMITED GUARDIAN OF THE ESTATE OF HAZEL A. PRIEST
ACCOUNTING FOR THE PERIOD: JANUARY 1, 2013 TO DECEMBER 31, 2013
Gary L. Rothschild, Esquire
Pa. Supr. Ct. I.D. No. 62041
2215 Forest Hills Drive, Suite 35
Harrisburg, PA 17112
(717) 540-3 510
Attorney for Permanent Limited Guardian
of the Estate of Hazel A. Priest
IN RE: : 1N THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
REPORT OF PERMANENT LIMITED GUARDIAN OF THE ESTATE OF HAZEL A.
PRIEST FOR THE YEAR ENDED DECEMBER 31 2013
Principal receipts and disbursements See attached Exhibit"A"
Income receipts and disbursements See attached Exhibit"A"
As Guardian of the Estate of Hazel A. Priest, a partially incapacitated person, I acknowledge
that I shall file within 60 days of the death or adjudication of capacity of Hazel A. Priest a final
accounting with the Orphan's Court Division of the Cumberland County Court of Common Pleas,
Cumberland County, Pennsylvania.
Jewish Family Service of Greater Harrisburg, Inc.
Guardian of the Estate of Hazel A. Priest
By:c� C��-� ,C C-c.'
Helene Cohen, CEO
2
1N RE: : 1N THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
SUMMARY OF ACCOUNT
For the Period of O1/O1/2013 throu h 12/31/2013
Exhibit`�A"
Current
Page Value
- - - - - - - - - - - - - -
PRINCIPAL
Balance as of 12/31/2012 $ 208,047.52
Decrease in value of Residence from Inventory to Sale (8,800.00)
Costs to Sell Residence as per Settlement Sheet (8,509.77)
Decrease in value of automobile from Inventory to Sale (600.00)
Increase in value of Metlife Insurance Policy 93.41
Less: Transfer to Income, per Court Order dated October 26, 2011 � 141,600.00�
Principal Balance on Hand as of 12/31/2013 $ 48,631.16
INCOME
Balance as of 12/31/2012 $ 10,804.45
Add: Transfer from Principal,per Court Order dated October 26, 2011 141,600.00
Receipts: 4 21,758.80
Less: General Disbursements 5-10 ( 166,403.40�
Income Balance on Hand as of 12/31/2013 7,759.85
COMBINED BALANCE ON HAND 12/31/2013 11 $ 56,391.01
3
1N RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
RECEIPTS OF INCOME
Date CASH RECEIPTS Amount
O1/03/2013 Social Security $ 1 514.00
02/O1/2013 Social Security 1�514.00
03/O1/2013 Social Security 1�514.00
04/03/2013 Social Security 1�514.00
OS/03/2013 Social Security 1�514.00
06/03/2013 Social Security 1�514.00
07/03/2013 Social Security 1�514.00
08/02/2013 Social Security 1�514.00
09/03/2013 Social Security 1�514.00
10/03/2013 Social Security 1�514.00
11/O1/2013 Social Security 1�514.00
12/03/2013 Social Security 1,514.00
Total Social Security $ 18 168.00
,
O1/O1/2013- Interest- Checking Account-PNC $ 3.39
12/31/2013
O1/O1/2013- Northern Trust Pension $ 1,034.64
12/31/2013
06/24/2013 Federal Income Tax Refund $ 1,430.00
O1/O1/2013- Refunds, Sales of Personal Property&Miscellaneous $ 1,122.77
12/31/2013
TOTAL RECEIPTS $ 21,758.80
4
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS
Pharmacv
02/OS/2013 $ 466.41
03/19/2013 199.35
04/14/2013 170.97
OS/16/2013 164.01
06/20/2013 13 8.00
11/04/2013 501.94
11/21/2013 26.67
12/OS/2013 14.89
Total Pharmacy $ 1,682.24
Hosnital, Doctors and other out of home medical care
02/O1/2013 $ 105.00
04/04/2013 17.25
OS/13/2013 46.64
06/20/2013 46.64
07/10/2013 23.15
11/04/2013 143.59
Total out of home medical care $ 3g2 2�
Real Estate Taxes on House
03/OS/2013 $ 414.17
07/OS/2013 1,265.96
Total Real Estate Taxes on House $ 1,680.13
5
IN RE: : 1N THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated ;
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
Renairs and Maintenance (Doug Bowman)
O1/23/2013 $ 80.00
02/20/2013 40.00
OS/16/2013 40.00
06/18/2013 120.00
07/10/2013 80.00
08/27/2013 80.00
09/16/2013 80.00
10/15/2013 80.00
Total Repairs and Maintenance $ 600.00
In-Home Medical Care &Private Dut Care
O1/07/2013 $ 2,683.00
O 1/14/2013 651.00
O l/22/2013 81.00
O1/22/2013 (2012 payment-cleared in 2013) 469.00
O 1/28/2013 171.00
02/OS/2013 127.50
02/11/2013 255.00
02/18/2013 255.00
02/25/2013 255.00
03/04/2013 232.50
03/OS/2013 80.90
03/11/2013 118.50
03/18/2013 204.00
03/25/2013 307.50
6
IN RE: : 1N THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
In-Home Medical Care (Continued)
04/02/2013 $ 300.00
04/08/2013 270.00
04/15/2013 262.50
04/22/2013 270.00
04/29/2013 247.50
OS/06/2013 255.00
OS/13/2013 247.50
OS/20/2013 150.00
OS/28/2013 30.00
11/04/2013 49.60
11/08/2013 83.94
Total In-Home Medical Care & Prinate Duty Care $ 8 056.94
�
Improvements to Residence and Expenses Related to Sale
03/22/2013 $ 105.00
04/04/2013 427.50
04/04/2013 6.62
OS/29/2013 3,750.00
OS/31/2013 3,750.00
06/25/2013 600.00
07/03/2013 100.00
Total Improvements to Residence and Expenses to Sale $ 8,739.12
7
IN RE: : 1N THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated ;
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
Utilities
Ol/04/2013 Sewer/Trash $ 138.00
O1/10/2013 PPL 290.00
O1/29/2013 Water 35.84
O1/29/2013 Verizon 31.03
O1/29/2013 PPL 334.88
03/OS/2013 Water 14.21
03/OS/2013 PPL 216.41
04/04/2013 Water $ 14.21
04/04/2013 PPL 131.68
OS/14/2013 Water 15.22
OS/16/2013 Sewer/Trash 138.00
OS/17/2013 PPL 172.25
OS/28/2013 Water 14.28
06/18/2013 PPL 54.14
06/25/2013 Water 18.05
07/10/2013 PPL 74.38
07/10/2013 Sewer/Trash 151.80
08/03/2013 Water 18.09
08/OS/2013 PPL 59.57
08/27/2013 Water 14.31
09/16/2013 PPL 5g g2
10/02/2013 Water 14.31
10/02/2013 PPL 51.43
11/04/2013 Water 13.09
11/04/2013 PPL 17.73
Total Utilities $ 2,091.73
Le al Fees
04/16/2013 Law Offices of Gary L. Rothschild $ 1,957.60
08/15/2013 Law Offices of Gary L. Rothschild 318.40
10/15/2013 Law Offices of Gary L. Rothschild 1,953.95
Total Legal Fees $ 4,229.95
8
_. _. _
IN RE: : 1N THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued�
Homeland-Residential Caxe
02/Ol/2013 $ 8,512.00
02/20/2013 9,124.95
04/12/2013 20,180.58
OS/19/2013 10,588.88
06/26/2013 4,785.00
07/16/2013 2,217.59
08/02/2013 1,469.00
08/12/2013 86 22
08/15/2013 952.85
09/16/2013 1,598.07
10/15/2013 1,585.22
11/04/2013 40,672.03
11/21/2013 8,519.84
12/07/2013 10,373.64
Total Homeland-Residential Care $ 120,665.87
Jewish Familv Service-bill�a ing/case mana�ement
O1/03/2013 $ 1,137.50
02/04/2013 1,560.00
03/OS/2013 1,560.00
04/OS/2013 1,885.00
OS/03/2013 975.00
06/03/2013 3,022.50
07/03/2013 1,430.00
08/15/2013 910.00
10/21/2013 2,080.00
11/O1/2013 1,300.00
12/04/2013 585.00
Total JFS Bill Paying/Case Management $ 16,445.00
9
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
Miscellaneous
Ol/14/2013 Alert One-security $ 29.63
O1/16/2013 Bank service charge 20.00
04/16/2013 Central Penn Appraisals-appraisal for residence 375.00
OS/13/2013 Trout Erbersole Groft—tax prep. Fee 100.00
OS/20/2013 Zion Evan. Lutheran Church-contribution 500.00
OS/28/2013 Marjorie Koch-shipping reimbursement 107.52
06/17/2013 Bank service charge 20.00
07/16/2013 Bank service charge 20.00
08/15/2013 Bank service charge 20.00
08/27/2013 Selective Insurance-homeowners insurance 618.00
09/17/2013 Bank service charge 20.00
Total Miscellaneous $ 1,830.15
TOTAL DISBURSEMENTS 166 403.40
10
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, pENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
PRINCIPAL BALANCE ON HAND AS OF 12/31/2013
Values:
PNC checking account $ 54,559.28
MetLife insurance policy ..584 942.13
MetLife insurance policy ..362 889.60
TOTAL PRINCIPAL ON HAND $ 56,391.01
11